Forms Used to Set Up Customer and Service Provider Records

Address Book Revision

W01012A

For Capital Asset Management: Plant & Equipment Management Setup (G1341), Address Book Revisions

For Service Management: Service & Warranty Setup (G1740), Address Book Revisions

Click Add on the Work With Addresses form.

Create address book records for customers and service providers.

Customer Master Revision

W03013B

Select A/R from the Form menu on the Address Book Revision form.

Set up customer records.

Customer Information Revisions

W1782B

Select S/WM from the Form menu on the Address Book Revision form.

Click Add on the Work With Service/Warranty Management Information form.

Click Customer on the Service/Warranty Management Information form

Add SWM information to customer records.

If you need to delete a customer or service provider, click Delete on the Work With Service/Warranty Management Information form. The system deletes the SWM information only from the F1797 table; it does not modify the F0101 table.

Service Provider Revisions

W1782C

Select S/WM from the Form menu on the Address Book Revision form.

Click Add on the Work With Service/Warranty Management Information form.

Click Service Provider on the Service/Warranty Management Information form.

Add SWM information to service provider records.